Interact to see
Advertisement
Advertisement
LMCLX vs OAAYX
LMCLX vs OAAYX Comparison
Open Charts LMCLX vs OAAYX
Miller Income I
Price$8.95
Change-$0.19 (-2.08%)
VolumeN/A
Net Assets176.82M
Invesco Active Allocation Y
Price$15.48
Change-$0.08 (-0.51%)
VolumeN/A
Net Assets1.97B
LMCLX vs OAAYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMCLX vs. OAAYX commentary
Sep 26, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMCLX is a Hold and OAAYX is a Hold.
FUNDAMENTALS
Fundamentals
OAAYX has more cash in the bank: 1.97B vs. LMCLX (177M). LMCLX pays higher dividends than OAAYX: LMCLX (4.95) vs OAAYX (2.13). LMCLX was incepted earlier than OAAYX: LMCLX (12 years) vs OAAYX (20 years). LMCLX (1.13) is less costly to investors than OAAYX (0.74). OAAYX is a more actively managed with annual turnover of: 43.00 vs. LMCLX (38.00). OAAYX has a lower initial minimum investment than LMCLX: OAAYX (1000) vs LMCLX (1000000). LMCLX annual gain was more profitable for investors over the last year : 18.12 vs. OAAYX (8.48). LMCLX return over 5 years is better than : 86.53 vs. OAAYX (18.57).
| LMCLX | OAAYX | LMCLX / OAAYX | |
| Total Expense Ratio | 0.97 | 0.74 | 131% |
| Annual Report Gross Expense Ratio | 1.13 | 0.74 | 153% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 8.366 | 12.347 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.97B | 9% |
| Annual Yield % from dividends | 4.95 | 2.13 | 232% |
| Returns for 1 year | 18.12 | 8.48 | 214% |
| Returns for 3 years | 75.31 | 39.20 | 192% |
| Returns for 5 years | 86.53 | 18.57 | 466% |
| Returns for 10 years | 107.41 | 55.72 | 193% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement